In 1991, Steve Percoco founded Lark Research as an independent provider of investment research to institutional clients. His initial research coverage included housing and related sectors, such as REITs and mortgage finance. In 2001, he became the publisher of Income Builder, a research-oriented newsletter that covers the financial markets broadly through a model portfolio that invests primarily in stocks, bonds and mutual funds. Income Builder follows a generalist approach, but also follows key sectors, such as utilities, energy, telecommunications, technology, real estate and health care. Besides Income Builder, Lark Research offers institutional research services that include individual company and sector reports as well as direct communication of timely investment advices through emails, telephone calls and face-to-face meetings.
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Steve was an active member of the New York Society of Security Analysts from 1994-2004. During that time, he chaired NYSSA’s Committee for Improved Corporate Reporting and produced numerous industry conferences and programs. From 1996-2002, he served on NYSSA’s Board of Directors. He was given the Society’s Volunteer-of-the-Year award in 1995, 1996, 2001 and 2002.
Prior to founding Lark Research, Steve served as Vice President in the High Yield Corporate Bond Research Department at Salomon Brothers (1987-1990) and as an investment officer at Bank of Boston (1983-1987).
From 1994 to 2010, Steve chaired the Springfield NJ Investor Education Group of the American Association of Individual Investors. He served as a member of the FASB’s User Advisory Council from 2004 to 2006.
Steve is a graduate of Bowdoin College and Harvard Business School.
Stephen P. Percoco
Lark Research, Inc.
P.O. Box 1543
Linden, NJ 07036-0006
Telephone: (908) 448-2246